+49.7%
USHY vs AMP
+315.3%
-265.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -0.7% | -2.0% | +1.3% | -0.4% |
| 30D | -0.5% | -1.7% | +1.1% | -0.3% |
| 3M | +0.5% | +23.2% | -22.7% | -2.6% |
| 6M | +1.5% | +22.2% | -20.7% | -1.6% |
| YTD | +1.7% | +14.0% | -12.2% | -0.5% |
| 1Y | +3.5% | +14.0% | -10.5% | +1.1% |
| 3Y | +27.2% | +67.0% | -39.8% | +15.9% |
| 5Y | +21.0% | +123.2% | -102.2% | +4.2% |
| All | +49.7% | +315.3% | -265.7% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AMP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling